Donald
Jones
Verus Capital Partners, LLC
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About this Advisor
Donald Jones is a financial advisor based in Jenkintown, Pennsylvania, working with Verus Capital Partners, LLC. Donald has previously held positions at Verus Capital Partners, LLC, Donald E Jones, Cpa, Avantax Investment Services, Inc, Avantax Advisory Services, and Lpl Financial LLC. Donald has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Donald is part of Verus Capital Partners, LLC, which operates out of Jenkintown, Pennsylvania. The firm has 25 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Verus Capital Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$1,564,473,891
49
6,591
$237,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Jones Work History
Verus Capital Partners, LLC
Lpl Financial LLC
Donald E Jones, Cpa
Avantax Advisory Services
Avantax Investment Services, Inc
Disclosures
Please visit the SEC profile of Donald Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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